Customers – list of customers

List of customers

The list of customers is the section that will display all the customers that you add in the admin panel. This section shows individual information:

• record number,
• first name,
• last name,
• email address,
• contact number,
• information on the possibility of receiving push notifications,
• the date of the next visit,
• date of account creation.

Functions of the record

Clicking on a record with the customer will go to their profile.

Here you can view this customer’s reservations and payments as well as add new reservations. You can learn more in the articles:

• Customer reservations,
• Customer payments,

The “Search” window allows you to easily search the entire list to find the employee to whom the search information is assigned.

The “Filter” and “Groups” windows allow you to filter the customers to find the customers you are looking for at the moment.

To the right of the “Groups” check box, you will find the “+” symbol. With this, you can add a new group. You can learn more about groups in the article “Settings – Labels, groups, resources”.

Customer management

Next to each customer you will find a place for selecting it (a so-called check box), after checking, at the bottom of the table you will find an additional menu, hidden under the three dots. The menu has several additional and useful actions, such as:

• sending messages to customers,
• adding to the group,
• blocking users:
  • A blocked customer will not be able to log in to the user account and make a booking.
• unblocking users:
  • An unblocked user can use his or her account to make a booking.
    removing users.

The “Add customer” button will allow you to add a new customer to your platform, but you can read about it in the article “Customers – Add a customer”.